+19,359.6%
STRL vs PNC
+4,247.0%
+15,112.6%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +0.2% | +5.6% | +5.7% |
| 7D | +3.4% | +1.4% | +2.0% | +2.9% |
| 30D | -9.2% | -3.8% | -5.4% | -8.0% |
| 3M | -51.0% | +9.0% | -60.1% | -52.5% |
| 6M | +15.8% | +16.6% | -0.9% | +10.3% |
| YTD | +58.9% | +20.4% | +38.4% | +49.7% |
| 1Y | +68.5% | +22.3% | +46.2% | +58.0% |
| 3Y | +485.2% | +124.5% | +360.7% | +351.8% |
| 5Y | +2,005.1% | +54.1% | +1,951.0% | +1,714.9% |
| 10Y | +7,118.0% | +276.3% | +6,841.7% | +4,850.8% |
| All | +19,359.6% | +4,247.0% | +15,112.6% | +14,316.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PNC.
Daily Out/Under-Performance
Portfolio return minus PNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded PNC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling